Each year, we partner with Ziegler to offer C-level individuals and leadership teams a place to learn and connect.
Join us for Maryland’s premier education and networking event for leaders of senior living.
Designed for CEOs, COOs, CFOs, Executive Directors, board members, and other senior leaders, this interactive symposium will provide updates and conversations on the most pressing issues facing senior living organizations today.
The 2025 Ziegler/LeadingAge Maryland Finance and Strategy Symposium will feature topics and insights of direct relevance to CEOs, CFOs, COOs, board members, and other executive and senior level leadership in senior living. Topics will
include the state of senior living finance and capital markets, succession planning and CEO retirements and transitions, leadership and resident partnership and collaboration, and considerations around growth through satellite campuses.
Who Should Attend?
- CEOs
- CFOs
- COOs
- Executive Directors
- Board Members
- and other senior leaders
This event is open to provider members, non-member providers, sponsors, and business members. Opportunities like this are just one of the ways we invest in our sponsors and business members, by offering meaningful connection, visibility, and shared learning.
Not a member yet? Let’s talk about how joining can open the door to events like this…and so much more. Email us to
set up a call today and learn more about Sponsorship and Business Membership.
Cost
$219 for Members | $319 for Non-Member Providers | $319 for Business Members & Sponsors
CE
CE will be offered for CPAs and Nursing Home Administrators
Don't Delay!
Registration closes one week prior to the event!
Agenda
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9:30am
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Breakfast & Networking
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10:00am
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The State of Senior Living and Senior Living Capital Markets
This opening session will set the tone of conversation for the day. The presenters will highlight Ziegler’s 2025 senior living research findings in areas such as consumer demand, operating trends, strategic growth trends and initiatives.
The presenters will provide an update on the current capital markets environment and the attractiveness of options for senior living borrowers.
Objectives:
- Present senior living specific trend data from the past year and projections for 2026
- Discuss the implications of changes taking place in the not-for-profit senior living sector
- Provide an update on the current capital markets lending environment
Speakers: Amy Castleberry , Managing Director, Ziegler and Tommy Brewer, Managing Director, Ziegler
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11:15am
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Succession Planning, Leadership and CEO Transitions
In the rapidly evolving senior living sector, effective succession planning and smooth CEO transitions are critical to organizational stability and future success. This session is designed specifically for board members and CEOs, offering
practical strategies to navigate leadership changes while maintaining continuity and mission alignment. Attendees will gain insights into best practices for preparing for CEO retirements, developing internal leadership pipelines, and
managing the complexities of executive transitions. Real-world examples and lessons learned will highlight how thoughtful planning can minimize disruption and position organizations for long-term growth.
Objectives:
- Identify strategies to effectively manage the retirement of a CEO
- Evaluate practices for succession planning for key leadership positions
- Discuss lessons learned from recent leadership transitions in the field
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12:15pm
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Lunch
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1:00pm
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Smart Growth Through Satellite Campus Development
As demand for senior living increases, not-for-profit organizations are exploring growth through strategically located satellite campuses. This session takes a multidisciplined approach in discussing how to structure, plan, and execute these projects effectively. Topics will include corporate and legal considerations, land sourcing, product mix considerations, predevelopment costs, and construction trends shaping the next generation of senior living. Attendees will gain insight into building a compelling case for mission-driven expansion and positioning their organization for sustainable growth. Moderator: Amy Castleberry, Ziegler Panelists: Kimberly Min, Saul Ewing; Stuart Jackson, Greystone; and Jim Weber, Wagman |
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2:00pm
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Break
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2:15pm
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Leadership and Resident Partnership
How can resident associations and community leadership best work together? What ingredients help make a collaborative and positive working relationship? This interactive panel discussion will feature leaders in senior living and residents
in leadership within their community. Speakers will highlight practical approaches to effective communication between “management” and residents, discuss how to work through challenges and conflicts effectively, and share lessons learned.
Objectives:
- Recognize best practices for resident/management/board collaboration in senior living communities
- Identify approaches for managing conflict and challenges
- Discuss strategies for best incorporating resident perspectives in the boardroom
Moderator: Allison Roenigk Ciborowski, President & CEO, LeadingAge Maryland
Panelists: Cyndi Walters, CEO, NLCS and Jay Prince, CEO, Broadmead
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3:15pm
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Wrap Up and Adjourn
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3:30pm
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Tours of Broadmead
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Past Events
2024 Recap
On December 5, 2024, the 2024 Finance & Strategy Symposium was held in person at Acts Fairhaven. Topics included discussions on trends and market updates in senior living, strategies for maximizing revenue generation through entrance fees, architectural
and development trends, and discussions around mergers & acquisitions throughout senior living.
Download the full agenda
2023 Recap
On December 7, 2023, the 2023 Finance & Strategy Symposium was held in person at Roland Park Place. Attendees gained actionable insights on areas including best-practices for strong governance, strategies and approaches for evaluating and discussing
potential acquisitions, mergers, and affiliations, trends and market updates, and heard from the Maryland Hospital Association about the future of healthcare in Maryland.
Download the full agenda
2022 Recap
On December 8, 2022, the 2022 Finance & Strategy Symposium was held in person at The Village at Rockville. Topics included areas like post-pandemic financial considerations, financial implications of today’s workforce climate, new campus development
and re-development, the current state of not-for-profit senior living and care in the US today, market and economy updates, and many other operational and strategic topics and trends.
Download the full agenda
2021 Recap
On December 9, the 2021 Finance & Strategy Symposium was held in person at Edenwald in Towson, MD. Topics of discussion included workforce solutions, not-for-profit governance and understanding the future customer, among others.
Download the full agenda
2020 Recap
On December 10 and 11, the 2020 Finance & Strategy Symposium was held virtually for the first time. Topics of discussion include marketing and sales in light of COVID-19, how our organizations’ have adopted and implemented new technologies and what’s
coming next, the state of senior living and capital markets, and design for the future.
Download the full agenda
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